Bill McShane

Senior Vice President
Wealth Manager

Experience. Trust. Service. These are the fundamentals of Senior Vice President, Wealth Manager Bill McShane's wealth management practice.

Bill offers a unique investment process, including "engineered" retirement income plans that can provide a successful long term solution. Bill's team aims to deliver the highest level of service for a more-tailored investing relationship.

As a 27 year veteran of the financial industry, Bill is thrilled to bring his extensive Wall Street experience to Steward Partners Investment Solutions. He continues the theme of global accessibility with local roots as he provides the responsiveness and personal commitment you expect from a local company.

A Graduate of Oregon State University's School of Business, Bill played basketball for the OSU Beavers under Ralph Miller, and is featured in the State of Oregon's Sports Hall of Fame.

Bill volunteers as a coach with numerous non-profit organizations, including the Boys and Girls Club, where he enjoys "teaching kids about life through the game of basketball."

Bill and his wife enjoy living in Portland with their three children.


Phone (971) 353-7795
Fax (971) 353-7801